See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,706 | $77,899-81.1% | $149,673-90.2% | $75,163-80.4% |
| Participation rate | 73.3% | 65.6%+7.8pp | 78.8%-5.4pp | 67.2%+6.1pp |
| Annual return | 182.40% | 31.72%+150.7pp | 134.42%+48.0pp | 160.62%+21.8pp |
| Employer contribution / active EE | $2,926 | $3,137-6.8% | $4,818-39.3% | $2,670+9.6% |
| Participant deferral / active EE | $5,708 | $3,411+67.3% | $5,680+0.5% | $4,125+38.4% |
| Admin fee / account holder | $850 | $5,956-85.7% | $13,210-93.6% | $5,651-85.0% |